Michael Glover

8 Ways Shopify + Klaviyo Users Can Grow Leads, Sales & AOV with ConvertFlow

Shopify and Klaviyo are must-have tools in the tech stacks of many ecommerce stores.

Run your store on Shopify. Create personalized email & SMS campaigns with Klaviyo to drive more sales. The latter even has basic popup and lead capture features for growing your subscriber list.

So, why add a tool like ConvertFlow into the mix?

In this post, we’ll answer that very question. Here are eight clever conversion plays you can try to increase leads, sales, AOV,  and revenue using ConvertFlow’s Shopify and Klaviyo integrations.

<aov>1. Increase AOV by cross-selling based on a visitor’s Shopify cart<aov>

Klaviyo has a pretty solid signup form/popup builder. But, one thing it can’t do (that ConvertFlow can) is target a popup based on Shopify data:

Shopify targeting options

For example, you could increase average order value (AOV) with a targeted cross-selling popup.

The popup would trigger when someone adds a specific product to their cart:

If Shopify cart contains product targeting

And could then recommend other, similar products that tend to sell well with whatever’s in the cart. E.g. adding a laptop to cart could trigger a popup offering carry cases and other accessories.

Here’s a template you can use to make that happen (there’s also plenty more in our popup template library):

There’s a whole host of use cases for these targeting conditions. Another one being a free shipping threshold reminder that triggers on the cart page when order value is below a specific amount:


Using ConvertFlow’s progress bar element and shopping cart merge tags, you can visualize how much needs to be added to the cart to get free shipping, based on Shopify’s free shipping threshold.:

Shopping cart merge tags example

<friction>2. Reduce friction by adding items to Shopify cart from your popups & CTAs<friction>

Recommending products in your popups, sticky bars, landing pages, etc. doesn’t need to mean dropping a link to another product page.

With ConvertFlow’s Shopify automations, shoppers can add products to their cart and get redirected straight to checkout with the click of a button—all from inside a popup, sticky bar, or any other CTA 🔥

Just add or edit a button in the builder:

Popup add to cart button

Then, set up the automation:

Add to Shopify cart button automation

Having fewer steps to add products to cart and get people to checkout like this is a great way to reduce friction in the buying process. Meaning you’ll have a higher likelihood of making the sale.

You can also run a whole host of Shopify and Klaviyo automations from a button in ConvertFlow CTAs, including:

  • Add to/remove from Shopify cart
  • Clear Shopify cart
  • Add/remove tag in Shopify
  • Create/update a customer in Shopify
  • Add/remove from Klaviyo list
  • Add/remove from Klaviyo list with SMS consent
  • Update contact property in Klaviyo

Here’s the product recommendation template used in our example above you can use to give these automations a try for yourself:

<quiz>3. Increase sales with a product recommendation quiz<quiz>

Product overwhelm is real—a phenomenon summed up perfectly by Professor Barry Schwartz in his Harvard Business Review essay, “More Isn’t Always Better.”

In other words:

If a shopper on your site isn’t sure which item from your catalog is right for them, they’ll likely just not buy at all.

Launching a quiz can help direct them to the right product for their needs. It provides a personal shopper-like experience—only online and on complete autopilot.

The best part?

You can:

  1. Create your quiz in ConvertFlow
  2. Capture respondents as leads in Klaviyo
  3. Use conditional actions to guide people to relevant products based on the answers they gave in the quiz, or based on their quiz score.
  4. Store each contact’s answers as custom properties in Klaviyo, allowing for personalized follow-up emails and/or SMS messages

Check out our guide with a step-by-step walkthrough on how Klaviyo users can create a product recommendation quiz.

Undersun Fitness uses this strategy by recommending what workout solution is best via this quiz:

Undersun Fitness quiz start page

SEE MORE: How Undersun Fitness Uses A Quiz to Drive 27% Lead Capture Rates & Create A Personalized Ecommerce Experience

Here’s a template you can use to get started on your own quiz:

👉 Click here to see more quiz templates 👈

<follow-ups>4. Get more personalized with your Klaviyo follow-up campaigns & sequences<follow-ups>

Klaviyo has some pretty epic follow-up sequences and automations. So, the more lead and customer data you can feed into Klaviyo, the more personalized (and effective) your campaigns can be.

ConvertFlow’s turn-key Klaviyo integration allows you to do precisely this.

To start, there are several default contact fields that ConvertFlow tracks for your website visitors—each of which can be mapped through to a custom property in Klaviyo:

Klaviyo default field mapping

But, it’s also possible to push other contact data through based on interactions with CTAs created in ConvertFlow.

For example, individual answers given in quizzes and surveys can be mapped through to Klaviyo as custom fields:

Custom field mapping

This means you’ll be able to segment people in Klaviyo based on how they responded. Then, send them more personalized, relevant follow-up campaigns.

BONUS: This isn’t restricted to just Klaviyo. ConvertFlow’s other integrations can also enrich data across multiple tools in your stack. E.g. add products to Shopify carts, trigger CRM automations, and even fire off conversion pixels when specific CTAs are completed.

5. Create personalized offers based on your Klaviyo data

In the point above, we covered how you can use lead data captured by ConvertFlow to personalize your Klaviyo flows. But it works the other way around, too ​​😎

For example:

You can create CTAs in ConvertFlow and then target them to only show to website visitors who are (or aren’t) subscribed to specific lists or segments in Klaviyo:

Targeting based on Klaviyo data example

You can make use of this kind of targeting with any of ConvertFlow’s full suite of Conversion tools:

  • Popups
  • Sticky bars
  • Slide-ins/site messages
  • Forms
  • Quizzes
  • Surveys
  • Embedded CTAs/personalized content sections

(You can also create landing pages in ConvertFlow, but they’re not applicable for visitor targeting as they’re just shared on their own URL.)

This means you can create popups, sticky bars, etc. targeted at people who’ve, say, bought product X, and so you want to recommend they buy product Y when they come back to your website. Or create a targeted message for people who’ve opted in to receive a discount code, but didn’t purchase that initial session.

6. Add conversion-driving elements to your popups & CTAs

As mentioned earlier, Klaviyo lets you create simple popups to grow your email and SMS list. But ConvertFlow’s builder has several drag-and-drop elements designed to crank up the conversions on your popups and CTAs.

For example:

If you’re running limited-time offers, you can create urgency with a countdown timer:

Countdown timer element

The expiration time can be set to:

  • Static (expires at a specific date and time)
  • Daily (expires every day at Xpm)
  • Relative (expires X hours from now)

You’ll also be able to customize the design of the timer as much as you want. Learn more with this help guide.

Another conversion element to try is a progress bar.

Say you’ve got a popup form that collects an email address and phone number over two steps. Or a quiz that asks questions over multiple steps.

You can simply drag in a progress bar to display the step count:

Progress bar element

Adding a progress bar to multi-step CTAs like this helps set context and expectations for people—meaning they’re more likely to see it right through to completion. Learn more with this help guide.

BONUS: ConvertFlow’s builder also gives you more general design control than in Klaviyo. Make use of nested sections and columns, video elements, surveys, buttons that can run automations and trigger other calls-to-action, custom HTML snippets, and more.

7. Schedule a limited-time offer or flash sale in a broadcast campaign

Sometimes you want a standard, catch-all conversion campaign running on your website—like a default discount code popup. But there are other times when you might want to run a flash sale or offer (e.g. Black Friday Weekend).

With ConvertFlow’s Broadcast Campaigns feature, you can schedule multiple CTAs to launch together (like a popup, sticky bar, and slide-in/site message) that all have the same goal:

BFCM Broadcast Campaign example

You can control the campaign’s targeting conditions at a global level or for each individual CTA (or a combination of both). The broadcast campaign then takes higher priority over any standalone, default CTAs with similar targeting.

In other words:

You can schedule all your time-sensitive conversion campaigns ahead of time, without worrying about deactivating and reactivating a whole host of popups and CTAs. No more having to remember to activate the Black Friday sale popup while eating turkey on Thanksgiving night.

Plus, you can also set automations to run whenever someone completes a CTA in the campaign—like adding them to a dedicated list in Klaviyo, for example:

Broadcast automation example

SEE MORE: See How Examine Automates Running Expiring Offers on Its Website

8. Analyze your insights to capitalize on what’s working best

Data is a marketer’s best friend. The more insights you can get on your campaigns, the more informed you’ll be when it comes to future decision-making.

So a final play in this list is to make use of the granular conversion data ConvertFlow provides.

You’ll be able to see insights on:

  • Standalone CTAs
  • Individual split test variants
  • Broadcast campaigns
  • Lead/contact activity as a whole

(You can even push conversion data into Google Analytics to see reports on each CTA in there.)

For example, we could A/B test our Black Friday popup to see whether it works best to capture email and phone numbers over one or two steps:

Black Friday popup A/B test reporting example

We’ll make sure to only track completions on the final step of each variant. Meaning a high conversion rate with a low completion rate suggests people drop off after being asked for their phone number in the second step.

You can also click the reports button to get even more detailed insights on the CTA as a whole, or each of its split test variants:

Detailed reports button

You’ll then be able to see:

  1. A timeframe report for the CTA or variant
  2. A detailed breakdown of activities on each of its steps

Here’s an example we pulled from an active multi-step quiz CTA:

Detailed CTA report examples

Beyond this, you’ll also be able to report on your conversions at a campaign level by looking at Broadcasts as a whole and the individual CTAs within it.

Here’s how that looks for our Black Friday campaign:

Broadcast Campaign reporting

There’s even a dedicated “Insights” page for each website in your ConvertFlow account.

This allows you to see all your lead generation data as a whole–such as leads added, their site activity, overall conversion rate, top capture pages, CTAs, referral sources, UTM sources, additional attribution data, etc.

Website insights page

All this goes to say that, with ConvertFlow, you get an extra layer of conversion data (on top of what’s available in Shopify and Klaviyo) to make the best decisions for your business moving forward 💪

Learn more about reporting and attribution in ConvertFlow with these help guides.

Final thoughts

Shopify and Klaviyo are two epic tools for growing your ecommerce business. But, adding ConvertFlow into the mix for conversion can provide an incredible trifecta effect.

Get started by creating a free account to experience ConvertFlow in action alongside your Shopify + Klaviyo setup. Then, take the conversion plays in this article for a spin.

About the author
Michael Glover
Marketing Manager, ConvertFlow
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Michael is the Marketing Manager at ConvertFlow. He's been in marketing in one form or another since 2012 - first with his own fitness business, before taking charge of content at SaaS companies like Veeqo and ConvertFlow. His work has been featured in BigCommerce, G2, Klaviyo, ReferralCandy, and more.